Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Axis - Emerging Stars Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.31%
−1.88%
6 Months
5.63%
17.49%
1 Year
10.47%
9.72%
3 Years
—
—
5 Years
—
—
Since Inception
6.92%
6.83%
Fund Age
1 yr 10 mo
2 yrs 3 mo
AUM
₹64.41 Cr
₹104.19 Cr
Alpha – 1 Year
5.75%
6.74%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
24.22%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.13
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.27
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
L 3% · M 1% · S 92%
Number of Stocks
35
45
Portfolio P/E
35.94
29.66
Top 5 Holdings
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%